See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,021 | $95,971-88.5% | $74,550-85.2% | $135,375-91.9% |
| Participation rate | 73.7% | 75.7%-2.0pp | 69.1%+4.5pp | 82.6%-9.0pp |
| Annual return | -6.52% | 56.96%-63.5pp | 32.53%-39.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $6,512 | $2,716+139.7% | $1,961+232.1% | $4,779+36.3% |
| Participant deferral / active EE | $1,996 | $3,843-48.1% | $3,108-35.8% | $5,609-64.4% |
| Admin fee / account holder | $79 | $6,522-98.8% | $5,060-98.4% | $10,827-99.3% |